Thursday, 12 November 2026 IPO data updated 2 minutes ago

TCS & Infosys Fall Up to 55%, Yet India’s Largest Mutual Fund Scheme Continues Buying. Here’s Why

TCS & Infosys Fall Up to 55%, Yet India’s Largest Mutual Fund Scheme Continues Buying. Here’s Why

India's IT giants TCS and Infosys have seen their shares fall by up to 55% from their peak levels, largely due to slowing global technology spending and economic uncertainty. The sharp decline has led many retail investors to sell their holdings amid concerns over the sector's near-term outlook.

Despite the correction, India's largest mutual fund scheme has continued to increase its investments in both companies. Market experts believe large institutional investors often use market downturns to accumulate fundamentally strong businesses at attractive valuations, keeping a long-term investment horizon in mind.

While the IT sector may continue to face short-term volatility, analysts believe companies like TCS and Infosys remain well-positioned for long-term growth once global demand improves.

Key Highlights

  • 📉 TCS and Infosys shares have corrected by up to 55% from their peak levels.
  • 😟 Retail investors have been selling due to concerns over slowing global demand.
  • 💰 India's largest mutual fund scheme continues to buy both IT stocks.
  • 📊 Institutional investors see the correction as a potential long-term buying opportunity.
  • 🌍 Global economic uncertainty and weaker tech spending remain key challenges for the IT sector.
  • ⚠️ Investors should make decisions based on their own research and risk appetite, rather than following institutional activity alone. 
This news is for information only and is not investment advice. Please do your own research before making investment decisions.